Cambridge Investment Research Advisors’s American Strategic Investment Co NYC Stock Holding History

Cambridge Investment Research Advisors’s Portfolio NYC Stock Details NYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,969	Closed	-$99K	–	3220
2022 Q4	$99K	Sell	6,969 -186	-3%	-$4K	﹤0.01%	2907
2022 Q3	$185K	Sell	7,155 -42	-0.6%	-$1.31K	﹤0.01%	2722
2022 Q2	$302K	Sell	7,197 -507	-7%	-$38.4K	﹤0.01%	2378
2022 Q1	$814K	Buy	7,704 +1,450	+23%	+$135K	﹤0.01%	1717
2021 Q4	$531K	Buy	6,254 +134	+2%	+$8.08K	﹤0.01%	2065
2021 Q3	$395K	Buy	6,120 +1,545	+34%	+$134K	﹤0.01%	2229
2021 Q2	$479K	Buy	4,575 +325	+8%	+$26.9K	﹤0.01%	2091
2021 Q1	$292K	Buy	4,250 +868	+26%	+$64.6K	﹤0.01%	2305
2020 Q4	$219K	Buy	3,382 +1,654	+96%	+$137K	﹤0.01%	2403
2020 Q3	$169K	Buy	+1,728	New	+$180K	﹤0.01%	2288

Other funds holding NYC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Cambridge Investment Research Advisors's NYC Position: Q1 2023 in Review

Cambridge Investment Research Advisors sold out of American Strategic Investment Co (NYC) in Q1 2023, closing a stake of 6,969 shares — an estimated $99K sold.

Cambridge Investment Research Advisors first reported a position in NYC in Q3 2020 and held it in 10 quarters. The position peaked at $814K in Q1 2022. 31 funds tracked by Wall St. Rank hold NYC as of Q1 2023.

Cambridge Investment Research Advisors reported no remaining American Strategic Investment Co position as of Q1 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 6,969 American Strategic Investment Co shares in Q1 2023, an estimated $99K.
Cambridge Investment Research Advisors first reported a position in American Strategic Investment Co in Q3 2020 and held it in 10 quarters.
Cambridge Investment Research Advisors's American Strategic Investment Co position peaked at $814K in Q1 2022.
31 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q1 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2023, filed 11 May 2023.